Tech Stocks Radar

Maryland Tax Court strikes down the first-in-nation digital advertising tax, ruling it violates the Internet Tax Freedom Act by taxing online ads...

Both semiconductor firms used investor days to spotlight AI infrastructure as a growth engine, shifting from cyclical memory to more predictable...

Anthropic's potential $2 trillion IPO valuation hinges on achieving $190-200 billion in 2028 revenue, leveraging explosive growth from a $9 billion...

Global EV sales reached 1.85 million units in July, rising 9% year-on-year with YTD volume at 11.5 million.

• Europe surged 33% to 450,000 units while...

Institutional investors pulled back slightly from semiconductors, AI infrastructure, and megacap technology companies, signaling a cautious stance.

• $21B position: Nvidia disclosed 122.8 million SpaceX shares, its second-largest holding after Intel.
• Capital conversion: Shares originated from a...

Stripe and Advent International are in active talks to acquire PayPal at a $53 billion valuation, following an earlier rejected offer. Negotiations...

Markets are valuing Anthropic's potential IPO on its aggressive $190–200 billion 2028 revenue target rather than current results, applying forward...

Samsung SDI acquired GM's 49.99% stake in the SynergyCells Indiana JV, gaining its first independent North American battery plant and redirecting...

• SpaceX stake: Nvidia held 122.8 million shares valued at $21 billion as of June 30
• Intel position: Separate $30 billion holding of 214.8 million...

AI-driven demand is pushing foundries to raise prices and expand capacity while hyperscalers accelerate their own silicon.

• SMIC hiked prices on...

Samsung's Galaxy S26 FE arrives in early September 2026 with the Exynos 2500 chip on 3nm, delivering 15% better performance and 28% stronger ray...

OpenAI's enterprise revenue has now surpassed consumer, crossing from a 60-40 split at the start of the year to majority enterprise. The company hit a $40B annualized run rate as business customers grew 32% month-over-month in July.

Mastercard's $1.8 billion acquisition of BVNK on August 3 integrates stablecoin infrastructure directly into its global network of banks and...

Airtable's valuation plunged 80% from its $11B peak to a $2.25B equity acquisition by Bending Spoons, highlighting the sharp SaaS M&A reset after the low-rate era. The deal underscores how normalized growth has shifted pricing power to buyers.

Tech and fintech M&A is accelerating with distressed deals, mega-bids and regulatory clearances reshaping competitive dynamics.

• Airtable exit...

Banks cannot treat BaaS as a regulatory shield. The 2024 Synapse collapse triggered lawsuits and 2025 OCC fines for weak AML/BSA oversight, while 10+ BaaS banks received consent orders from FDIC, OCC, and Fed since 2023 on third-party risk.

Shopify's monster quarter proves AI is flipping from industry threat to its strongest tailwind, with AI-driven traffic and orders tripling...

Tiger Global is shifting away from Big Tech toward AI and space investments.

• Cut Alphabet stake 45.4%, trimmed Nvidia, Microsoft, Amazon, and Meta...

OpenAI's talent exodus is being called a huge red flag ahead of its IPO, spotlighting governance and retention risks as the company prepares for public markets.